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Meeting-to-Action Pipeline

Every Zoom/Teams call becomes owned tasks and a clean recap email — action items never slip through the cracks again.

Best forAgencyB2BSaaSServices
Agents11 required
Duration3-5 minutes

Turns any Zoom, Teams, or Google Meet recording into closed-loop follow-through. The pipeline reconciles the attendee roster from the calendar invite, cleans the transcript, extracts a structured action-item table (each item citing the exact transcript quote it came from), maps every owner to a real workspace member, drafts one project-management task per owner, and prepares an attendee-ready recap email plus a durable meeting-record doc. Every write — tasks, email, doc — is staged for a single human approval before anything is created or sent.

How it runs

Multi-agent orchestration — here's the flow, step by step.

01

Resolve which meeting to process and pull its recording/transcript, host, and participant log.

scheduling scanner
01

Reconcile the canonical attendee roster (name + email) from the calendar invite.

calendar scanner
02

Clean the transcript and extract the decisions log + action-item table with owners, due dates, and source quotes.

meeting notes agent
02

Condense the cleaned transcript into a tight narrative recap for the email and summary doc.

document summarizer
03

Map each action-item owner to a real workspace member and route to the target project/list; bucket unresolved owners for triage.

task router
03

Draft one staged PM task per action item with assignee, due date, and source-quote description.

clickup workspace orchestrator
03

Propose reminder drafts for date-bearing items and a meeting-level check-in, staged not created.

follow up reminder agent
04

Assemble the single review package (decisions, tasks, follow-ups, email) for one-time approval.

workflow orchestrator
04

Draft the attendee recap email (context, decisions, per-owner action items) and stage it as a draft.

email writer
04

Prepare the durable meeting-record doc for the connected docs tool, staged for creation.

notion knowledge base operator
04

On approval, create the tasks, send the email, file the doc, post the optional Slack recap, and return receipts.

distributor

Required Agents

11
  • scheduling-scanner
  • calendar-scanner
  • meeting-notes-agent
  • document-summarizer
  • task-router
  • clickup-workspace-orchestrator
  • follow-up-reminder-agent
  • email-writer
  • notion-knowledge-base-operator
  • distributor
  • workflow-orchestrator

Connections

Required

clickupgmailgoogle_calendarnotionzoom

Optional

gmailoutlookslackasananotioncalendly

What it does

  • Auto-pull recording/transcript from Zoom, Teams, or Google Meet
  • Attendee roster reconciled from calendar invite + participant log
  • Action-item extraction with named owners and source quotes
  • Owner-to-workspace-member mapping with a needs-triage bucket
  • One drafted PM task per action item (ClickUp / Asana / Notion)
  • Clean attendee recap email, staged never auto-sent
  • Durable meeting-record doc filed to Notion on approval
  • Follow-up reminders proposed for date-bearing items

Example prompt

We just wrapped our weekly product sync on Zoom. Can you pull the transcript, figure out who owns what, create the tasks in ClickUp, and draft a recap email to everyone who was on the call?

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